Julius Baer Gruppe AG (XSWX:BAER) Goodwill: CHF1,673 Mil (As of Dec. 2025)


XSWX:BAER Julius Baer Gruppe AG XSWX:BAER
76 GF Score
Price CHF65.54
GF Value CHF60.80
Valuation Fairly Valued
! 7 Warning Signs
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What is Julius Baer Gruppe AG Goodwill?

Julius Baer Gruppe AG XSWX:BAER -0.85% 76 Goodwill is CHF1,673 Mil as of Dec. 2025. GuruFocus rates XSWX:BAER with a GF Score™ of 76/100 and a GF Value™ of CHF60.80 (Fairly Valued). The stock has 7 warning signs investors should review.

A Goodwill is an intangible asset that arises as a result of the acquisition of one company by another for a premium value. The value of a company's brand name, solid customer base, good customer relations, good employee relations and any patents or proprietary technology represent goodwill. Julius Baer Gruppe AG's goodwill for the quarter that ended in Dec. 2025 was CHF1,673 Mil.


Julius Baer Gruppe AG  (XSWX:BAER) Goodwill Explanation

Goodwill to Asset ratio measures how much goodwill a company is recording compared to the total level of its assets.

It is calculated by dividing goodwill by total assets.

Julius Baer Gruppe AG's Goodwill-to-Asset Ratio for the fiscal year that ended in Dec. 2025 is calculated as

Goodwill-to-Asset (A: Dec. 2025 )=Goodwill/Total Assets
=1673.1/107488.9
=0.02

Julius Baer Gruppe AG's Goodwill-to-Asset Ratio for the quarter that ended in Dec. 2025 is calculated as

Goodwill-to-Asset (Q: Dec. 2025 )=Goodwill/Total Assets
=1673.1/107488.9
=0.02

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

If the goodwill-to-asset ratio increases, it can mean that the company is recording a proportionately higher amount of goodwill, assuming total assets are remaining constant. It is generally good to see a company increasing its assets regularly; however, if these increases are coming from intangible assets, such as goodwill, the increases may not be as good.

Increases in the goodwill-to-asset ratio might suggest that a company has been aggressively acquiring other firms or has seen its tangible assets decrease in value. When a large portion of total assets are attributable to intangible assets (such as goodwill), the company may be at risk of having that portion of its asset base wiped out quickly if it must record any goodwill impairments. Decreases in the goodwill-to-assets ratio suggest that the company has either written down some goodwill or increased its tangible assets.

Asset needs vary from industry to industry. This is why comparing goodwill-to-assets ratios is generally most meaningful among companies within the same industry. By comparing a company's goodwill to assets ratio to those of other companies within the same industry, investors can get a feel for how a company is managing its goodwill.


Julius Baer Gruppe AG Goodwill Related Terms


Julius Baer Gruppe AG Goodwill Historical Data

* Premium members only.

The historical data trend for Julius Baer Gruppe AG's Goodwill can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Julius Baer Gruppe AG Goodwill Chart

Julius Baer Gruppe AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Goodwill
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1,801.00 1,722.10 1,715.90 1,703.60 1,673.10

Julius Baer Gruppe AG Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Goodwill Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 1,715.90 0.00 1,703.60 0.00 1,673.10
XSWX:BAER
76GF Score
Julius Baer Gruppe AG XSWX:BAER
Goodwill is just one metric. See GF Score™, valuation, warning signs, and more.
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Julius Baer Gruppe AG Goodwill Calculation

A Goodwill is an intangible asset that arises as a result of the acquisition of one company by another for a premium value. The value of a company's brand name, solid customer base, good customer relations, good employee relations and any patents or proprietary technology represent goodwill. Goodwill is considered an intangible asset because it is not a physical asset like buildings or equipment. The goodwill account can be found in the assets portion of a company's balance sheet.

Frequently Asked Questions Learn more about Goodwill →
What does a Goodwill of CHF1,673 Mil mean?
Julius Baer Gruppe AG (XSWX:BAER) has a Goodwill of CHF1,673 Mil as of Dec. 2025. Goodwill is the intangible assets representing the value in excess of the acquired company's value. View historical data on Julius Baer Gruppe AG and its competitors.
Is Julius Baer Gruppe AG's Goodwill too high?
Julius Baer Gruppe AG's current Goodwill is CHF1,673 Mil. Overall, Julius Baer Gruppe AG has a GF Score™ of 76/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Julius Baer Gruppe AG's Goodwill compare to BLK and BX?
Julius Baer Gruppe AG's Goodwill of CHF1,673 Mil can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Goodwill for an Asset Management company?
A good Goodwill depends on the Asset Management industry context. However, Goodwill should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Goodwill mean?
A high Goodwill can signal that a stock is expensive relative to its fundamentals. Goodwill is the intangible assets representing the value in excess of the acquired company's value. View historical data on Julius Baer Gruppe AG and its competitors. Julius Baer Gruppe AG's current Goodwill is CHF1,673 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Julius Baer Gruppe AG stock overvalued right now?
Based on GuruFocus' analysis, Julius Baer Gruppe AG (XSWX:BAER) is currently considered Fairly Valued. The stock's GF Value™ is CHF60.80, compared to a current price of CHF65.54 — trading 7.8% above its estimated fair value. The current Goodwill is CHF1,673 Mil. Julius Baer Gruppe AG's overall GF Score™ is 76/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Goodwill calculated?
Goodwill is calculated from a company's financial statements. For Julius Baer Gruppe AG (XSWX:BAER), the current Goodwill is CHF1,673 Mil as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Julius Baer Gruppe AG (XSWX:BAER) Overvalued in 2026?

Based on GuruFocus' analysis, Julius Baer Gruppe AG stock appears to be overvalued. The current stock price of CHF65.54 is trading 7.8% above its estimated GF Value™ of CHF60.80. GuruFocus considers Julius Baer Gruppe AG to be Fairly Valued.

Key valuation signals for XSWX:BAER:

  • Goodwill: CHF1,673 Mil
  • GF Value™: CHF60.80 vs. price of CHF65.54 (7.8% above fair value)
  • GF Score™: 76/100 with 7 warning signs

No single metric tells the full story. See the XSWX:BAER stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Julius Baer Gruppe AG Business Description

Address Bahnhofstrasse 36, P.O. Box, Zurich, CHE, 8010
Julius Baer was founded in 1890 and expanded significantly in 2005 when it acquired three Swiss private banks and Global Asset Management from its far larger Swiss rival, UBS. In 2009, Baer spun off GAM as a separately listed firm. The acquisition of Merrill Lynch's wealth management operations outside of the US in 2012 increased Baer's assets under management by 40% and increased its footprint outside of Europe. Julius Baer is currently the largest pure-play private bank globally Baer provides private banking services principally to individuals in Switzerland and Europe and increasingly in Asia and other emerging markets.
76GF Score

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Goodwill is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF65.54
Price
CHF60.80
GF Value